Connecting Zoho Workdrive
Prerequisites:
To setup Zoho Workdrive you need to go to ZPortals>Zoho API Settings>Workdrive and click Activate Workdrive Integration and then click the blue Authorize button.
You must be logged into Zoho in the same browser as an Admin User (recommended Super Admin)
Related Articles
Connecting Zoho Subscriptions
Prerequisites: Connecting Zoho CRM Sync Zoho CRM with Zoho Finance To setup Zoho Subscriptions you need to grab your Organization ID from your Zoho Subscriptions Account (see screenshot below) and authorize. You must be logged into Zoho in the same ...
Connecting Zoho Books
Prerequisites: Connecting Zoho CRM Sync Zoho CRM with Zoho Finance To setup Zoho Books you need to grab your Organization ID from your Zoho Books Account (see screenshot below) and authorize. You must be logged into Zoho in the same browser as an ...
Connecting Zoho Vault
Prerequisites: Zoho Vault must be added to your Zoho One Apps To setup Zoho Vault you need to go to ZPortals>Zoho API Settings>Zoho Vault and click Activate Vault Integration and then click the blue Authorize button. You must be logged into Zoho in ...
Connecting Zoho CRM
Choose your domain type in the drop down that matches your Zoho account domain, i.e. https://zoho.com for USA, https://zoho.eu for Europe, etc and Select your Default Portal Type. We support the following Zoho domains: - zoho.com - zoho.com.au - ...
Zoho Sign to Zoho CRM Integration
The Zoho Sign integration within Zoho CRM adds a few modules, fields and buttons to your CRM which allow you to send data from the CRM into Zoho Sign. Zoho Sign needs to be installed from the All Marketplace section of the CRM (not from the Zoho ...